Configuring Default Time Tracking for Task Categories

Tracking time can be an essential daily process to ensure that you are focusing on resource utilization. To help streamline your processes, you can configure the system so that it automatically sets the default time tracking category from the task category. The configuration occurs on the metadata of the Task Category lookup.

To configure default time tracking for task categories:

1. Go to System Admin > Lookups.

The Lookups dashboard opens.

2. Filter the list for task category.

The Task Category entries display.

3. Review the list, select an entry, and click Edit (if applicable).

The Lookup Details form opens.

4. In the Action Center, click Open Metadata.

The Task Category Metadata form opens.

5. In the Default Time Tracker Category list, select an appropriate entry.
6. Click Save.

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